Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
286 hedge funds and large institutions have $4.21B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 82 reducing their positions, and 31 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 82
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
3% more funds holding
Funds holding: 278 → 286 (+8)
5% more capital invested
Capital invested by funds: $4.01B → $4.21B (+$195M)
0.19% more ownership
Funds ownership: 84.98% → 85.17% (+0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$39.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.3M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$7.66M |
| 4 |
Morgan Stanley
New York
|
+$4.65M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.73M |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$4.07M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$3.84M |
| 4 |
Renaissance Technologies
New York
|
-$2.19M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.16M |
FNDE Hedge Fund Activity: Q2 2023 in Review
286 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2023, worth a combined $4.21B — up 4.9% from $4.01B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FNDE positions and 31 closed out — a net gain of 9 holders — while 107 added to existing stakes and 82 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $39.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $5.73M sold.
- 286 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2023, up from 278 in Q1 2023.
- Funds reported $4.21B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2023, up 4.9% quarter-over-quarter.
- 40 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2023 and 31 closed out, a net change of +9 holders.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2023 was Charles Schwab Investment Advisory, an estimated $39.9M added.
- The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2023 was Old Mission Capital, an estimated $5.73M sold.
Based on aggregated 13F filings for Q2 2023.